Disco Corp

6146: XTKS (JPN)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Disco: Initial Numbers Reaffirm Our Thesis on Robust Tooling Needs; Margin Upside Opportunities Rife

Jing Jie Yu

Oct 6, 2026

Disco's preliminary unconsolidated revenue and shipments for the September quarter of JPY 119 billion and 124 billion rose 39% and 60% year on year, respectively. Disco will report its full set of earnings on Oct. 22, 2026.

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Disco Corp

Disco: Initial Numbers Reaffirm Our Thesis on Robust Tooling Needs; Margin Upside Opportunities Rife

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